William G. Parker
Professional summary
William Glenn Parker, who also goes by Glenn Parker, William G. Parker, is a registered financial advisor currently at WYCHICK INVESTMENT ADVISORS, INC. located in Bend, Oregon.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Glenn Parker's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 5, 2005 - Present
WYCHICK INVESTMENT ADVISORS, INC.
June 16, 2003 - December 6, 2005
D.A. DAVIDSON & CO.
June 6, 2003 - December 6, 2005
D.A. DAVIDSON & CO.
April 7, 1992 - June 12, 2003
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/5/2005)
Exams
Series 8
Date: 3/20/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
WYCHICK INVESTMENT ADVISORS, INC.
CRD#: 137957 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 32,800,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.